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Transactional Risk Insurance

Transactional risk insurance comprises a suite of customised solutions designed to create value and minimise risk in M&A transactions.

In the world of M&A, strategic buyers, private equity firms, and other deal principals face numerous challenges and risks in M&A transactions. To address these concerns, transactional risk insurance solutions such as representations and warranties (R&W) insurance, tax insurance, and contingent liability insurance have become essential tools used by dealmakers to mitigate M&A-related risks and enhance returns.

Our transactional risk insurance specialists possess extensive industry experience, with backgrounds in M&A, corporate law, taxation, investment banking, and accounting. With their deep understanding of the ever-changing dynamics that parties face throughout the entire transaction process, our experts are able to craft customised solutions that align perfectly with the fast-paced nature of deal timings.

As the global M&A landscape becomes increasingly complex, the demand for transactional risk insurance is on the rise. Through our strong relationships with leading transactional risk insurers worldwide, our specialists collaborate with international team members to provide comprehensive coverage that addresses local risk issues. Additionally, our dedicated claims teams and resources are available to guide you through any transactional risk claim process.

We offer solutions that help you understand, quantify, and mitigate M&A-related risks, empowering you to increase deal value, maximise returns, and bridge gaps in deal structure. With Marsh’s transactional risk insurance expertise, you can navigate the intricate world of M&A.

Note: Representations and warranties (R&W) insurance is the term used in the US and Canada; elsewhere, the term warranty and indemnity (W&I) insurance is used.

Specifically, M&A deal participants should seek to work with risk advisors that can offer:

Dedicated transactional risk expertise

Advisors with experience working on M&A deals can help identify potential challenges during the deal process for which insurance and other strategies can offer solutions. They can also help build insurance programmes with terms and conditions aligned to specific risks.

Market knowledge, relationships, and insights

Not every insurer is the same, and it is important to select the right one, given the unique nature of each transaction. The right advisor can offer guidance on the risk appetites, preferences, and capabilities of various insurers and help insureds navigate the underwriting process.

Robust data and analysis

Along with a broker’s experience in working on previous transactions, peer benchmarking and other analytical tools can inform critical decisions about how to structure insurance programmes, including selecting appropriate coverage limits.

Claims experience

Advisors with a history of working on complex transactional risk claims are uniquely positioned to provide guidance in the event dealings with an insurer take a contentious turn following a loss.

Our expertise

Global leadership

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Craig Schioppo

Global Head of Transactional Risk

  • United States

Martha Barajas

Martha Barajas

Regional Transactional Risk Leader, Specialty

  • Mexico

Leo Flindall

Leo Flindall

Co-Head Transactional Risk

  • United Kingdom

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Haoren Fu

Head of Transactional Risk, Asia

  • Singapore

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Eliza Grant

Head of Transactional Risk, Pacific

  • Australia

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Aditya Samag

Senior Vice President, Private Equity, M&A Services

  • India

Alastair Lowry

Alastair Lowry

Co-Head Transactional Risk

  • United Kingdom

Hans Swolin

Hans Swolin

Head of Transactional Risk, Europe

  • Sweden

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Craig Warnke

Chief Operating Officer, Transactional Risk, North America

  • United States